Appleton Group, LLC Portfolio Holdings
Appleton Group, LLC
- $28.6 Million
- Q3 2023
Appleton Group, LLC has filed its 13F form on November 08, 2023 for Q3 2023 where it was disclosed a total value porftolio of $28.6 Million distributed in 27 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $15.6M, Schwab Us Aggregate Bond ETF with a value of $1.93M, Ishares Core S&P Mid Cap ETF with a value of $1.06M, Ishares Russell 1000 Val ETF with a value of $972K, and Spdr S&P 500 ETF Trust with a value of $966K.
Examining the 13F form we can see an decrease of $43M in the current position value, from $71.6M to 28.6M.
Below you can find more details about Appleton Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$28.6 Million
ETFs: $24 Million
Technology: $1.7 Million
Communication Services: $640,000
Healthcare: $626,000
Energy: $454,000
Industrials: $388,000
Consumer Cyclical: $356,000
Utilities: $252,000
Other: $224,000